-55.0%
KMX vs FIVN
-82.6%
+27.6%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.5% |
| 7D | -3.4% | -11.3% | +7.9% | -0.8% |
| 30D | +4.0% | -7.3% | +11.3% | +5.5% |
| 3M | +24.8% | +41.7% | -16.9% | +13.4% |
| 6M | +43.6% | +78.3% | -34.6% | +19.9% |
| YTD | +56.6% | +50.9% | +5.8% | +35.3% |
| 1Y | +2.2% | +19.7% | -17.4% | -5.8% |
| 3Y | -25.4% | -55.7% | +30.3% | -15.4% |
| 5Y | -55.0% | -82.6% | +27.6% | -40.4% |
| All | -55.0% | -82.6% | +27.6% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded FIVN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling